Shares that like/dislike April

Shares that like April

The following table lists the five FTSE 350 shares that have the best returns in April over the last ten years. For example, Fenner has an average return of 9.11% for the month of April. All stocks have risen in April for at least eight of the past ten years.

Company TIDM Avg(%)
Fenner 9.1
Royal Dutch Shell 5.4
Aberdeen Asset Management 4.6
Severn Trent 3.9
SABMiller 3.6

Shares that dislike April

The following table lists the four FTSE 350 shares that have the worst returns in April over the last ten years. For example, Balfour Beatty has an average return of -4.4% for the month of April. All four stocks have fallen in at least eight of the past ten years in April.

Company TIDM Avg(%)
Balfour Beatty -4.4
Reed Elsevier -2.3
BAE Systems -1.6
UNITE Group 0.6

An equally-weighted portfolio of the above strong April stocks would have out-performed every year an equally-weighted portfolio of the above weak April stocks by an average of 7.3 percentage points in April for the past ten years.

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Beverages sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Beverages sector.

The following chart plots the average out-performance of the FTSE 350 Beverages sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 1.9 percentage points in November.

Observations:

  1. The strongest months have been June and November – the sector has under-performed the market only three times in November in the last 14 years.
  2. The weakest months have been January and July – the sector has out-performed the market only five times in July in the last 14 years.

The four stocks in the FTSE 350 Beverages sector [NMX3530] are-

Barr (A G) [BAG] Diageo [DGE]
Britvic [BVIC] SABMiller [SAB]
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SABMiller [SAB] – 14 years on the LSE

On this day in 1999 SABMiller listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1999. For example, on average SABMiller has out-performed the FTSE 100 by 4.9 percentage points in November.

Observations:

  1. The strongest month for SABMiller relative to the market has been November (the shares have out-performed the market in this month in 12 of the last 14 years).
  2. SABMiller shares have been weak relative to the market in October (the shares have only out-performed the market in this month in 5 of the past 14 years).

 

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Influence of largest companies on FTSE 100 Index

The following chart shows the impact on the FTSE 100 Index of a 10% move in the share price of each of the 20 largest companies in the index. [The reference level for the FTSE 100 is 6318.]

For example, if the share price of Shell fell (rose) 10% the impact on the FTSE 100 Index would be a fall (rise) of 49 points in the index.

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